Steer’s Post

2025 is set to be an interesting year for infrastructure investors. In the article below I talk about key opportunities and challenges for the months ahead. Infrastructure investors will need to navigate a dynamic landscape in the transport and energy sectors, which will bring opportunities across rail, bus, ports and maritime, and renewable energy. Please reach out if you’d like to have a chat with myself and other Steer experts! #infrastructure #investment #transport

Mackenzie Investments highlights the growing need for infrastructure assets, with experts estimating US$3.3 trillion in annual capital required to upgrade global infrastructure. This blog post explores how governments are incentivizing private markets to invest in sectors like green energy and broadband. Northleaf Capital Partners shares insights into why infrastructure remains a resilient and essential asset class for long-term investors due to its monopolistic pricing power, long-term contracts, and stable cash flows. https://lnkd.in/giYb53dT #Infrastructure #Infra

Very welcome news! Significant private sector investment in UK projects and an undertaking from the government to "rip out the bureaucracy that blocks investment". The latter being essential to get things moving and retain investor confidence in UK infrastructure. Let's see what the final industrial strategy - "Invest 2035" - brings in Spring 2025. A full list of the investments announced to date are found in this article #investtogrow #ukmajorprojects #capitalprojectsandinfrastructure #greentech #uktechinvestment #energyinfrastructure #transportinfrastructure #datacentres #advancedmanufacturing https://lnkd.in/evfXZQ23

FROM THE CURRENT ISSUE: "2024 has seen a flurry of infrastructure investment activity. From allocating capital to megatrends such as digitization to more essential infrastructure projects that focus on water and waste management, investors have shown an increased appetite for the asset class. We expect this trend to continue and would point to a few key themes that we believe make private infrastructure well positioned for long-term success." Read more about Hamilton Lane's outlook for the year ahead in this January "Market perspective," authored by Dominik von Scheven, here.

My thoughts on the impact Private Equity is having on our industry

Have you considered adding global infrastructure assets to your investment portfolio? See what Jason Rundorff, CFP® shares on why global infrastructure assets are compelling to add in investment portfolios. https://lnkd.in/eS44hK4i #NGA #Naples #Investments #Global

Although opportunities for future investments in infrastructure are numerous, the key to generating strong returns lies in boosting operational performance. Our analysis of performance data for 585 infrastructure companies held in private portfolios shows that annual total shareholder returns on these investments averaged 6.8% from 2018 to 2023 across all investment strategies. That’s an impressive figure, given the challenging economic conditions that investors faced during this period.

Investing in infrastructure is about investing in the companies that provide essential services to society and earning predictable, reliable returns in the process. Discover the potential of investing in essential services for stable, long-term growth. #investment #financialplanning #infrastructure

Read our latest paper on a smart infrastructure approach to portfolio diversification, now published in the Journal of Alternative Investments and chosen as a Top Pick by Portfolio Management Research

Robust infrastructure is a vital driver for growth in any economy and investment in the sector continues to grow. Hard to value assets are coming under increased scrutiny by the FCA. Our market-leading team can help you navigate an infrastructure investment. Watch this video to find out more https://lnkd.in/dkRixiKN #GTValuations #GTModelling #RenewableEnergy #Infrastructure